(Lots of) Lists

The Good Ideas department thought it might be great if we came up with a way for our auditors and coders to track, well, anything they wanted to. Wouldn’t it be helpful to have an ongoing record of Provider and Practice assessments, Encounter requirements or general quality check items?

So we designed a nifty system of flexible lists and sent the spec off to our Get It Done department. And they did it! We’re excited to announce the addition of Audit Lists to our collection of time-saving auditor tools.

Step 1) Create a List

To create a new list, go to the Audit Lists option on the main menu.

You can add a new, custom list by clicking on the + sign.

Build your list with checklist items and dropdowns. You write the text and provide the options and answers. Questions can be weighted and lists are scored. And don’t forget to give it a fabulous title!

Step 2) Assign the List

You can assign lists to Providers, Practices or Encounters.

Provider / Practice Lists:

Encounter Lists:

Once you reach the Assign Lists screen, you can add or delete as many lists as you’d like. Assign the same list with a new date stamp to track answers over time. This could be a real game changer when you need to keep an eye on quality control or add a customized list of questions to your Encounters.

You can even share lists with your favorite auditor or coder by downloading them using the Bulk Actions menu in the upper right corner of the Audit Lists: Templates screen. Easy!

To get you started we’d love to send you the checklists for Split/Shared Visits and Incident To Visits. Click on this List Link and save the file on your system. Go to the Audit Lists screen and click on the Upload option under Bulk Actions in the upper right corner. Voila! Your first lists have been created!

We hope you’ll give our new List feature a try and tell us what you think. And once you get rolling we’d love to hear your creative ideas on how you’re using Lists. Sharing great ideas with our community of auditors and coders helps to make us all more efficient and successful!

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